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Client Services Assistant
BMO
Newmarket, ON
- Full-time
…with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client…
Added 14 mins ago
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Customer Service Representative
BMO
Corner Brook, NL
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 14 mins ago
B
Customer Service Representative
BMO
North Vancouver, BC
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 14 mins ago
RB
Manager, Graphic Design, Burger King, Canada
Restaurant Brands International
Toronto, ON · Corp - Toronto Corporate Office
- Full-time
Restaurant Brands International Inc. is one of the world's largest quick service restaurant companies with nearly $49 billion in annual system-wide sales and over 33,000 restaurants in more…
Added 14 mins ago
AW
Estates Administrator, Temporary
Aviso Wealth
Remote, Canada
- $55,000 to $65,000 CAD / year
- Temporary
- Remote
Reporting to the Manager, Operations, the Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within…
Added 14 mins ago
AW
Estates Administrator, Temporary
Aviso Wealth
Remote, Canada
- $55,000 to $65,000 CAD / year
- Temporary
- Remote
Reporting to the Manager, Operations, the Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within…
Added 29 mins ago
W
Senior Regional Business Administration Manager
Wellington-Altus
Toronto, ON
- Full-time
The Senior Regional Business Administration Manager will assist in developing and enforcing budgets, delegating tasks and tracking progress on projects, planning and organizing a calendar…
Added 45 mins ago
A
Estates Administrator, Temporary
Aviso
Vancouver, BC
- $55,000 to $65,000 CAD / year
- Temporary
Reporting to the Manager, Operations, the Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within…
Added 45 mins ago
A
Estates Administrator, Temporary
Aviso
Toronto, ON
- $55,000 to $65,000 CAD / year
- Temporary
Reporting to the Manager, Operations, the Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within…
Added 59 mins ago
LC
Manager, Brand Technology Production Support
Loblaw Companies Limited
Brampton, ON
- Full-time
The Marketing and Brand Technology and Implementation Team is looking for a Production Support Manager to lead end-to-end production support, service reliability, and maintenance across…
Added 1 hour ago
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Mortgaga Specialist
BMO
Brampton, ON
- Full-time
Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
Added 1 hour ago
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Associate (National Advisory Desk)
Wellington-Altus
Toronto, ON
- Full-time
Reporting to the Senior Manager, Ontario, the Associate is an administrative and client-facing role that moves client households from advisors into NAD. The Associate builds and submits…
Added 1 hour ago
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Senior Service Representative, Investment Operations
BMO
Toronto, ON · YNG
- Full-time
Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers. Executes and delivers on Investment product and service processes ensuring…
Added 1 hour ago
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Senior Service Representative
BMO
Toronto, ON · YNG
- Full-time
Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements.
Added 2 hours ago
CG
Graphic Designer
Canaccord Genuity Group Inc.
Toronto, ON
- Full-time
Canaccord Genuity (CG) is a leading independent, full-service financial services firm with a strong presence across wealth management and capital markets. We are built on long-term client…
Added 2 hours ago
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Systems Administrator - (Windows and Unix-Linux environments/ Automation/ AWS)
BMO
Toronto, ON · SCC
- Full-time
Monitors, restores service, changes, supports, and handles day-to-day activities 7/24/365 required to run the mission critical systems for the company ensuring business service levels are…
Added 2 hours ago
B
Information Security Advisor
BMO
Toronto, ON · FCP
- Full-time
Added 2 hours ago
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Associate, Corporate Banking - FIG
BMO
Toronto, ON · FCP
- Full-time
Identifies opportunities for increased efficiency and improved service to internal and external clients.
Added 2 hours ago
DF
Wealth Advisor - Orangeville/Newmarket
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
Positive, un-big bank like service experience delivered through Member-facing staff in branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management…
Added 2 hours ago
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Bilingual Account specialist, High Value at Risk (HVAR)
BMO
Quebec, QC
- Part-time
…Understands customer needs and provides collections-related sales and service to BMO customers or prospects. Advises customers on payment strategies and products that meet their objectives.…
Added 2 hours ago
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Account specialist, High Value at Risk (HVAR)
BMO
SK · Saskatchewan, Canada
- Part-time
…Understands customer needs and provides collections-related sales and service to BMO customers or prospects. Advises customers on payment strategies and products that meet their objectives.…
Added 2 hours ago
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Bilingual Account specialist, High Value at Risk (HVAR)
BMO
SK · Saskatchewan, Canada
- Part-time
…Understands customer needs and provides collections-related sales and service to BMO customers or prospects. Advises customers on payment strategies and products that meet their objectives.…
Added 2 hours ago
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Investment Intern - GAM, Summer 2027 (Co-op/Internship) - 4 months
BMO
Toronto, ON · FCP
- Full-time
…commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial…
Added 3 hours ago
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Senior Relationship Manager, Commercial Banking (Corporate Finance Group)
BMO
Winnipeg, MB
- Full-time
The Senior Relationship Manager (Sales Director, Corporate Finance) manages a commercial lending portfolio and supports the origination of new clients, and coordinates with other products…
Added 3 hours ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
MB · Manitoba, Canada
- Part-time
…Understands customer needs and provides collections-related sales and service to BMO customers or prospects. Advises customers on payment strategies and products that meet their objectives.…

BMO

Personal Banking Associate

Victoria, BC, Canada

$35,500.00 - $65,000.00 · Full-time

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Job details

Pay: $35,500.00 - $65,000.00
Job type: Full-time
Apply by: Nov 13, 2026
Experience: Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 28, 2026

Original job description

Application Deadline:

11/12/2026

Address:

4470 West Saanich Road

Job Family Group:

Retail Banking Sales & Service

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer’s experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Salary:

$35,500.00 - $65,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

The Personal Banking Associate delivers exceptional service by identifying customer needs and providing tailored financial advice and solutions. They collaborate with branch partners to grow customer relationships while managing operational tasks and ensuring compliance with regulatory requirements.

Requirements

Candidates should have 1-2 years of relevant experience or equivalent education and a commitment to obtaining investment product registration within 12 months. Strong interpersonal, communication, and consultative sales skills are required to thrive in a team-based environment.

Skills

Customer service
Sales
Financial advice
Relationship management
Interpersonal skills
Problem solving
Communication
Organization
Collaboration
Analytical skills
Risk management
Compliance
Digital literacy
Consultative sales

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Retail Banking
Financial Services
Customer Experience
Sales
Investment Products
Risk Management
Compliance
Money Laundering Reporting
Digital Banking
Self-serve Options
Credit Card Needs
Inventory Management
Consultative Sales
Business Banking
Relationship Management
Market Analysis
Regulatory Environment
Operational Support

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